by soltisadmin | Mar 30, 2019
Hal Anderson Managing Partner / Co-founder Hal has been instrumental in the growth and vision of Soltis Investment Advisors. He served as President and Chief Executive Officer from July 2013 to 2017, after holding the positions of Executive Vice President, Chief...
by Kelli Holmstead | Dec 4, 2019
Jacob Anderson Senior Advisor Jake joined Soltis in 2019 and is currently a Senior Advisor in the Wealth Management Division. He primarily focuses on servicing and developing relationships with high-net-worth clients and prospects in Colorado and the Midwest region....
by soltisadmin | Mar 30, 2019
Kim D. Anderson, AIF® Managing Partner, President, CEO Kim Anderson has been with Soltis for over 25 years and currently serves as the President and Chief Executive Officer (CEO), a role he has held since 2017. He collaborates with Managing Partners to oversee the...
by Kelli Holmstead | Nov 2, 2021
Scott Barrett, CPA Controller/Compliance Specialist Scott joined the Soltis team in October 2021 and is currently assisting the CFO/CCO in all accounting and compliance responsibilities. As a licensed CPA, Scott brings a wealth of expertise to his role and has further...
by Justin Egbert | Dec 19, 2024
Casey Barrus Chief Financial Officer Coming...
